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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Forms not loading in C...
Microsoft Dynamics CRM (Archived)

Forms not loading in CRM 2015

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Posted on by Thomas Rath 665

Hi

After importing a security role from a CRM 2013 we started experiencing issues with the Account, contact, lead and a number of other forms not loading. No error messages. Just completely empty forms. When we changed the users to use System Administrator rights or other security roles the forms loaded again.

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  • Verified answer
    Thomas Rath Profile Picture
    Thomas Rath 665 on at

    It turns out that we discovered a rather nasty bug i CRM 2015. If you enable Scripting debugging in the browser you'll notice that the following error is thrown "behind the scenes":

    Error: Unable to get property 'ClientVariables' of undefined or null reference

    After a lot of trial and error we concluded that the bug was caused by missing read privilege on the campaign entity. This bug also affects the "out of box" security roles that does not have read rights on the campaign entity. If you assign a user the Schedule Manager security role the user will experience the issue with forms that are not loading.

    Hope MS will fix this issue in a coming rollup.

  • cranialsurge Profile Picture
    cranialsurge on at

    It seems like there might have been updates made to the permission mappings in the security roles. A few new entities have been introduced like product instance, property etc. in the Sales tab along with a few other changes across the other tabs. I faced a similar issue while trying to load Competitors and products. In my case I used one of the OOTB roles (since they get the appropriate permission updates as they are OOTB) as reference and modified the other custom security roles accordingly and got everything working.

  • Thomas Rath Profile Picture
    Thomas Rath 665 on at

    I also had issues with the competitor entity like you describe. Turned out you had to have read privileges in the product, property and sales literature entities. I have been in contact with Microsoft regarding these security role issues and they are working on a fix. Even some of Out of box roles had issues due to this bug. Hopefully the fix will be included in the next rollup.

  • Community Member Profile Picture
    Community Member on at

    Hi Thomas, 

    Do you know if Microsoft will be addressing this issue any time soon? I'm working on a 2015 deployment and have just come across this same issue. My problem is that some users will have a Basic license which means they should not have permissions to the Campaign entity. As a temporary measure, I have created a dedicated security role with User level Read permissions on the Campaign entity. I will have to assign this role to users until MS provide a fix.

  • Thomas Rath Profile Picture
    Thomas Rath 665 on at

    The last I heard from MS was that they acknowledged that there is a problem. I hope it might be fixed in the latest bug fix release. I have not had time to look through the release notes.

  • Community Member Profile Picture
    Community Member on at

    We had the same issue for Campaign Entity form with custom Security role which had not privileges on Sales module entities.

    We resolved it by giving read privileges for Product and Sales Literature Entity.

    Hope fully this resolved your problem.

  • Imthiyaz Profile Picture
    Imthiyaz 55 on at

    Hi Thomas,

    I am facing the similar issue while opening Product and Users Form. After granting the Read Permissions on Campaign and Sales Literature at Organization level, the restricted Security role users can open the Product Form but Users Form still has issue.

    Is this a CRM 2015 Bug and reported to MS. When the Rollup is expected to release.

    Regards,

    Imthiyaz.

  • JerryMartin Profile Picture
    JerryMartin on at

    You just saved me a HUGE amount of time!  thanks for posting this!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I have faced same issue for Account Form for a particular role. So resolved it by assigning read access on Campaigns under marketing.

  • Community Member Profile Picture
    Community Member on at

    I am having this same issue now using 2016 online.  I added read permissions to the Marketing and Sales entities and still got the error.  I spent hours going through all of the field relationships (N:1, 1:N and N:N) for the Case entity and verified the related entities all have at least User read permissions. I even created spread sheet to show me which entities I need to update permissions for and which tab they are under on the Security Roles.  I verified 48 of the 59 relationships have the read permissions.  The other eleven "entities" listed I can't edit permissions via the Security Roles screens.

    Entities I can't find/edit:  Activity Party, Bulk Delete Failure, Duplicate Record, External Party, Image Descriptor, Owner, Post Regarding, Post Role, Process Stage, Text Analytics Topic and User Entity Instance Data.

    Does anyone have any suggestions on fixing this issue if it isn't Security Role Related?

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